Valliant Consulting Group · 19 hours ago
Senior Financial Consultant
Portland, Oregon Metropolitan Area
Full-time
Hybrid
Mid, Senior Level
$105K/yr - $150K/yr
5+ years expUlrich Investment Consultants is a SEC-registered investment advisor specializing in fiduciary investment consulting services for Native American clients. The Senior Financial Consultant will deliver fiscal management support services, develop effective fiscal management systems, and assist clients in financial planning and audits.
ConsultingHuman ResourcesTraining
Hiring Manager
Grace Lerner, MBA, SHRM-SCP
Responsibilities
Assist clients in the development and maintenance of fiscal management, fund authorization and related policies and procedures
Provide accounting assistance, including training, and coaching of tribal clients’ finance staff
Assist clients in preparing for, navigating through, and preparation of client financial statements for primarily Single Government audits
Development of audit support packages
Assist in the development of client financial planning material including financial plan updates
Assist in the preparation and negotiation of client indirect cost rates
Assist in the preparation and negotiation of client contract support claims
Maintain client work product files and documentation consistent with company processes
Consult on other Native American consulting services offered by Ulrich as highlighted on our company website
Qualification
Required
Bachelor's degree or higher in finance, accounting or economics
5 or more years of experience working single audits with the ability to develop and produce financial statements using a trial balance
Proactive work ethic and ability to work well in a team environment
Preferred
Certified Public Accountant or other professional accounting designation
Experience working with tribal governments
Strong background and understanding of governmental accounting and the development and preparation of governmental/tribal financial statements
Analytical and problem-solving abilities with ability to analyze data, identify trends, and draw meaningful conclusions
High learning agility, with a blend of technical accounting knowledge, business acumen, strong oral and written communication, and excellent presentation skills
Excellent Consulting skills: ability to advise clients on timely financial matters and ability to build and maintain strong relationships with clients
Prior experience and skilled in the use of accounting software, and a full understanding of accounting principles, cycles and financial statements
Company
Valliant Consulting Group
Valliant Consulting Group is a consultancy firm that provides human resources, workforce training, and organization development services.
2-10 employees
Funding
Current Stage
Early StageRecent News
Albuquerque Business First
2025-02-21
Company data provided by crunchbase